SMFG icon

Sumitomo Mitsui Financial
SMFG

Overview Fund Activity

306 hedge funds and large institutions have $1.04B invested in Sumitomo Mitsui Financial in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+34
Holders Change %
+12.5%
% of All Funds
4.49%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
73
Increased
99
Reduced
103
Closed
32
Calls
$1.65M
Puts
$349K
Net Calls
+$1.3M
Net Calls Change
-$12.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$259M
2
Millennium Management
Millennium Management
New York
$31.2M
3
Jane Street
Jane Street
New York
$15.6M
4
OMC
Old Mission Capital
Illinois
$6.27M
5
GS
GTS Securities
New York
$5.12M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$813K
2
Natixis Advisors
Natixis Advisors
Massachusetts
$5.87M
3
Bank of America
Bank of America
North Carolina
$12.8M
4
CFM
Capricorn Fund Managers
United Kingdom
$0
5
Wells Fargo
Wells Fargo
California
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
Inspire Advisors
Idaho
$495K +$59.9K +6,193 +14%
ECM
127
Evergreen Capital Management
Washington
$490K -$11.3K -1,165 -2%
PAS
128
Park Avenue Securities
New York
$479K -$639 -66 -0.1%
TC
129
TownSquare Capital
Utah
$472K +$472K +48,728 New
CG
130
Caprock Group
Idaho
$470K +$63.7K +6,578 +16%
WHG
131
Westwood Holdings Group
Texas
$463K -$532K -54,946 -53%
DI
132
DFPG Investments
Utah
$463K +$463K +48,206 New
BP
133
Ballentine Partners
Massachusetts
$449K +$96.1K +9,929 +27%
CCA
134
Checchi Capital Advisers
California
$416K -$23.6K -2,440 -5%
PP
135
PDS Planning
Ohio
$398K +$15.7K +1,617 +4%
PA
136
Parallel Advisors
California
$397K -$14.5K -1,498 -4%
RFC
137
Regions Financial Corp
Alabama
$392K -$1.49M -153,835 -79%
GT
138
Glenmede Trust
Pennsylvania
$374K +$113K +11,653 +43%
RCM
139
RNC Capital Management
California
$369K – – –
BWM
140
BKM Wealth Management
Wisconsin
$368K +$368K +37,996 New
PWPS
141
Pinnacle Wealth Planning Services
Ohio
$364K -$17.5K -1,803 -5%
SRC
142
Sage Rhino Capital
California
$349K -$7.42K -766 -2%
AFG
143
Atomi Financial Group
New York
$340K +$340K +35,153 New
CHP
144
Cable Hill Partners
Oregon
$333K +$38.8K +3,980 +13%
CAN
145
Cetera Advisor Networks
California
$326K +$142K +14,628 +77%
CGA
146
Channing Global Advisors
Florida
$324K -$44.2K -4,566 -12%
AAM
147
Advisors Asset Management
Colorado
$322K -$16.1K -1,659 -5%
P
148
Pitcairn
Pennsylvania
$319K +$158K +16,372 +98%
MG
149
Mather Group
Illinois
$316K – – –
RJFSA
150
Raymond James Financial Services Advisors
Florida
$312K -$33.5K -3,456 -10%
4 5
6
7 8